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Fiduciary Alliance’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Fiduciary Alliance’s Portfolio SPHY Stock Details SPHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.86M Buy
122,017
+798
+0.7% +$18.7K 0.19% 136
2026
Q1 		$2.86M Buy
121,219
+16,107
+15% +$380K 0.17% 135
2025
Q4 		$2.49M Buy
105,112
+13,167
+14% +$312K 0.16% 143
2025
Q3 		$2.2M Buy
91,945
+5,247
+6% +$125K 0.15% 144
2025
Q2 		$2.06M Sell
86,698
-1,520
-2% -$35.4K 0.15% 136
2025
Q1 		$2.07M Buy
88,218
+5,325
+6% +$126K 0.2% 109
2024
Q4 		$1.95M Buy
82,893
+9,634
+13% +$229K 0.2% 114
2024
Q3 		$1.76M Buy
73,259
+8,794
+14% +$208K 0.23% 87
2024
Q2 		$1.49M Buy
64,465
+14,964
+30% +$347K 0.24% 82
2024
Q1 		$1.15M Buy
49,501
+14,255
+40% +$333K 0.2% 87
2023
Q4 		$824K Buy
+35,246
New +$796K 0.16% 86

Other funds holding SPHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return
FAP
Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Fiduciary Alliance's SPHY Position: Q2 2026 in Review

Fiduciary Alliance increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.66% in Q2 2026, buying an estimated $18.7K and bringing the position to 122,017 shares worth $2.86M. The position accounts for 0.19% of the portfolio, ranked #136.

Fiduciary Alliance first reported a position in SPHY in Q4 2023 and has held it in 11 quarters since. 111 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Fiduciary Alliance held 122,017 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.86M as of Q2 2026.
  • Fiduciary Alliance bought 798 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $18.7K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.19% of Fiduciary Alliance's portfolio in Q2 2026, its #136 holding.
  • Fiduciary Alliance first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 111 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.